Wedmont Private Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Wedmont Private Capital’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$553K	Sell	982 -2,468	-72%	-$1.32M	0.01%	561
2026 Q2	$2.01M	Buy	3,450 +496	+17%	+$252K	0.06%	187
2026 Q1	$1.09M	Buy	2,954 +1,550	+110%	+$529K	0.04%	293
2025 Q4	$456K	Buy	+1,404	New	+$414K	0.02%	511

Other funds holding SOXX

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Wedmont Private Capital's SOXX Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares Semiconductor ETF (SOXX) stake by 72% in Q3 2026, selling an estimated $1.32M and leaving 982 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #561.

Wedmont Private Capital first reported a position in SOXX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q2 2026. 92 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Wedmont Private Capital held 982 shares of iShares Semiconductor ETF worth $553K as of Q3 2026.
Wedmont Private Capital sold 2,468 iShares Semiconductor ETF shares in Q3 2026, an estimated $1.32M.
iShares Semiconductor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #561 holding.
Wedmont Private Capital first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
Wedmont Private Capital's iShares Semiconductor ETF position peaked at $2.01M in Q2 2026.
92 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.